Wealth Analyst, Investments

At Corient Private Wealth LLC, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.Key ResponsibilitiesUnderstanding and ability in all wealth and financial planning processesCollaborate and...

The Senior Wealth Management Analyst is a seasoned professional role at Citigroup Inc. that requires in-depth disciplinary knowledge and the ability to contribute to the development of new techniques and the improvement of processes and work-flow for the area or function.Key Responsibilities:• Deliver wealth management services to clients with guidance...

Job SummaryThe Wealth Planning Analyst will work closely with Senior Advisors to provide comprehensive and holistic financial planning services to clients. This role is internally focused to support the practice and does not involve production or sales.Key ResponsibilitiesCollaborate with Senior Financial Advisors to develop and deliver tailored financial...

About the Role:The Strategic, Defense, and Shareholder Advisory team at Evercore is seeking an experienced Analyst to join its team in New York City. As a key member of the team, you will provide value-add analysis and research to support the team's advisory work.Key Responsibilities:Provide analysis and research to support client presentations and internal...

Job DescriptionJob DescriptionRobert Half Financial Services are recruiting for a Wealth Planning Analyst role within a Wealth Manager based in midtown Manhattan, New York. Our client requires at least 2+ years’ of Financial Planning or Estate Planning experience at a wealth manager, RIA or private bank. CFP qualification is advantageous and must be...

About the RoleCiti Global Wealth is seeking a highly skilled and experienced Private Banker to join our team. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth individuals and families, providing them with personalized wealth management solutions and advice.Key ResponsibilitiesIdentify and pursue new...

Perform detailed analysis on prospective investment opportunities including but not exclusive to public equities, public debt instruments, private companies, real estate, and derivatives in both domestic and international markets. Perform detailed diligence of existing and prospective investments using research methods including management meetings, expert...

A leading global investment firm is seeking a highly skilled Senior Investment Analyst to join its Credit Solutions Group in New York. The firm's patient and disciplined investment approach has generated attractive returns, and it aims to continue this success by employing world-class professionals. The Credit Solutions Group uniquely combines principal...

About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. Originally founded as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and...

The Wealth Planning Analyst will work closely with the Senior Advisors, providing comprehensive and holistic financial planning services to the clients. This role is internally focused to support the practice and does not involve production or sales. Responsibilities: • Collaborate with Senior Financial Advisors to develop and deliver comprehensive...

Job SummaryNew York Life Investments is seeking a skilled Investment Analyst to join its High Yield Corporate Credit Group. As a key member of the team, you will be responsible for performing credit research, investment analysis, and portfolio surveillance for specific industry sectors in the high yield and leveraged loans credit markets.Key...

Key responsibilities for this VP Portfolio and Wealth Advisory role include client relationship management, portfolio/wealth strategy and asset allocation. Responsibilities: • Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning • Generate and edit presentations for existing...

About the RoleWe are seeking an experienced Investment Analyst to join our team at Picus Capital. As a key member of our investment team, you will be responsible for identifying and evaluating attractive investment opportunities, executing market and company analyses, and supporting the negotiation and structuring of investments.Key ResponsibilitiesSourcing:...

About the RoleCIBC is seeking a highly motivated and detail-oriented Investment Banking Analyst to join our team in New York. As an Investment Banking Analyst, you will play a key role in supporting our clients in the infrastructure and power markets.Key ResponsibilitiesConduct financial analysis and modeling to support client transactions and advisory...

The Opportunity   As an Investment Risk Consultant, you will join a team that is focused on managing investment policies for the firm’s investment advisory programs, as well as related brokerage and insurance related products and services. This role will be actively engaged in the construction and monitoring of investment policy guidelines and will...

Job DescriptionThe Managed Strategies Team within Asset & Wealth Management is responsible for all discretionary solutions offerings for PWM clients. The team provides clients with liquid, bespoke, actively managed investment opportunities via separately managed accounts and manages $50bn in assets globally.The team is currently seeking an Analyst to work as...

Job Title: Investment Manager Research AnalystJob Summary: We are seeking an Investment Manager Research Analyst to join our team at Bank of America. As an Investment Manager Research Analyst, you will be responsible for conducting research on investment managers to identify new ideas for our platform and monitoring existing strategies to ensure any emerging...

We're seeking a highly organized and detail-oriented Financial Analyst Intern to support our operations and finance team.This role involves assisting with the distribution process for our investors, maintaining and cleaning up data, and coordinating cross-functionally to execute daily tasks related to investment and investor operations.As a Financial Analyst...

At VISE Inc, we're seeking a skilled Quantitative Investment Analyst to join our team. As a key member of our investment team, you will contribute to the development of our world-class investment platform. Your responsibilities will include designing investment strategies, supporting client and sales inquiries, and maintaining the investment platform. If you...

Job DescriptionLong Ridge Partners is seeking a skilled Investment Analyst to join their prestigious Real Estate Investing team. As a key member of the team, you will play a pivotal role in shaping the investment strategy and driving performance in the real estate sector.ResponsibilitiesAs a Public Equity Investment Analyst with a specialized focus on real...